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  • Exit Planning Exchange
Exit Planning Exchange
May
21

XPX Philadelphia - Sales System Success: From Relationships to Results

Details

Date & Time

Wed, May 21st, 2025 ⋅ 12:00pm - 1:30pm (EDT)

Location

Offit Kurman 1801 Market Street, 23rd floor Philadelphia, PA, 19103

Tickets

Non-members
$75.00
Non-Members Same Day/Walk-In
$85.00
Philadelphia XPX Members
$0.00
Sponsor (CFO)
$0.00
XPX Chapter Network Member
$55.00
XPX Chapter Network Member Walk-In/Same Day Fee
$65.00
Guests

Registrants

26 people attended
LK
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
AF
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
+21

In sales, you're only as good as your last quarter’s results—but in a transaction, even that may not be enough.

At this month’s XPX Philadelphia meeting, we’ll explore the critical sales-related factors that influence deal outcomes and valuation. Karl Berger, of Fractal Sales, will lead an engaging discussion focused on the areas that most impact a company’s ability to drive growth, scale efficiently, and ultimately command a higher selling price.

Using the Project Green case study, Karl will walk us through a real-world example of how aligning sales strategy with transaction goals can generate tangible value.

Join us for actionable insights, meaningful peer discussion, and the opportunity to connect with fellow XPX Philadelphia members.

Click here to read the case study in preparation for the event.

Our Speaker:


Karl Berger

President
Fractal Sales Solutions

Karl Berger is the founder of Fractal Sales and provides Sales Leadership support to B2B businesses. After a career leading regional, national, and international sales team, and running businesses in growth-oriented environments, Karl launched Fractal Sales in 2016 to help small and mid-sized enterprises accelerate growth and build long-term value.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Food and beverages will be provided.


MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your guest.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


Thank you to our event host sponsor:


========================================


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
LK
Liz Kinkler
JP Morgan Chase
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
AF
Andrew Flogel
Northern Trust
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
RA
Raymond Agran
Offit Kurman
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
HJ
Heather Johnston
Maximus Partners, LLC
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
BH
Brian Hungarter
Girard
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
TP
Theodore Passyn
BNY Mellon
DD
David Demuth
CFO Consulting Partners LLC
DM
Dominic Mesko
Armanino Advisory LLC
SM
Sean McGinn
Capstone
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
ND
Noelle Dimeo
RD
Richard Dickerson
Independent Business Life Insurance Planner
BB
Blake Becker
Engle Hambright & Davies
JC
John Cooney
Centri Business Consulting, LLC
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
FF
Francesca Farnesi
JPMorgan Chase
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
GS
Greg Smith
Attolon Partners